LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.41M
3
+$1.15M
4
T icon
AT&T
T
+$929K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$893K

Top Sells

1
+$1.32M
2
+$1.12M
3
+$810K
4
WBK
Westpac Banking Corporation
WBK
+$586K
5
KS
KapStone Paper and Pack Corp.
KS
+$524K

Sector Composition

1 Technology 18.1%
2 Financials 15.94%
3 Healthcare 12.16%
4 Communication Services 7.92%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.13%
33,045
+2,551
177
$1.06M 0.13%
5,618
+152
178
$1.05M 0.13%
3,221
+152
179
$1.05M 0.13%
9,304
+443
180
$1.04M 0.13%
14,176
+132
181
$1.03M 0.13%
101,500
+3,358
182
$1.03M 0.13%
5,706
+62
183
$1.03M 0.13%
21,790
-95
184
$1.02M 0.13%
9,013
+195
185
$1.02M 0.13%
11,769
+309
186
$1.02M 0.13%
3,215
+74
187
$1.02M 0.13%
21,934
+701
188
$1M 0.12%
42,300
+3,285
189
$998K 0.12%
21,290
+2,348
190
$997K 0.12%
23,203
+760
191
$994K 0.12%
12,050
+360
192
$992K 0.12%
47,381
+5,835
193
$980K 0.12%
15,301
+4,481
194
$980K 0.12%
14,670
+426
195
$979K 0.12%
4,702
+138
196
$974K 0.12%
61,905
+5,168
197
$965K 0.12%
11,724
+115
198
$950K 0.12%
11,888
+2,703
199
$950K 0.12%
18,617
-1,196
200
$942K 0.12%
117,334
+10,145
6 7
8
9 10